ETZ Sign process

This tutorial explains the process of timesheet authorisation by the etz Sign method, which is the the easiest, most efficient method for approving single timesheets. Etz Sign allows the authoriser to approve the timesheet via email without the need to physically login to the system.

This tutorial follows directly on from the Candidate Timesheet Entry tutorial. 

After the candidate has entered their time into the timesheet, the next step is to select an authorisation method. If 'etz Sign' is an approved submission method (as defined within the 'Authorisation' tab of the assignment), the list of available authorisers will appear to the candidate and the 'Preferred' authoriser on the assignment will automatically be selected.

Once the candidate has selected the appropriate authoriser and agreed to the accuracy of information declaration and clicked the 'Submit my timesheet for authorisation' button, the following submission confirmation will appear:

 And an email notification will be sent to the selected client authoriser.

This email will contain a link to the timesheet, as below.

Clicking on the link will bring up the timesheet in an internet browser window, where it can be inspected and then digitally signed (i.e. approved), rejected or printed.

Once the authoriser has decided to either accept or reject the timesheet, they will need to enter their details for security purposes. The required information is 'First Name', 'Last Name', 'Email Address' and 'Job Title'. Please note: these details need to match exactly with the authoriser's details within the Etz system for the transaction to be approved. A 'Reject Reason' is required if rejecting a timesheet.

Once this is complete, the timesheet will appear in the 'Online Validation' section, where it is ready to be validated by an agency admin. For further details on this next step, please see the tutorial Online validation of timesheets.